Financial Operations Consultant

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Execute thorough pre-conversion analysis of Omaha Debit and Credit for member credit union general ledger systems.

• Provide consultation on aligning general ledger charts of accounts with settlement applications.

• Act as the main point of contact for credit union staff regarding any settlement processes and concerns.

• Develop, organize, and implement training plans tailored for all levels within the financial institution.

• Offer daily post-conversion support for at least two weeks, with additional assistance available upon request.

• Examine credit union charts of accounts and advise on the recording for settlement general ledger accounting.

• Keep Member Relations informed of any issues that need addressing.

• Ensure quality assurance by evaluating credit union procedures and practices, suggesting methods to reduce financial liability.

• Confirm that credit union staff comprehend the Omaha settlement process and provide support for assigning general ledger accounts.

• Suggest, create, revise, and enhance settlement training materials.

• Address open requests from financial institutions seeking daily settlement guidance or assistance.

• Collaborate with processors, Implementations, Member Relations, and financial institution members to guarantee smooth portfolio transitions and onboarding.

• Perform additional duties as needed.

⛳️ Requirements

• A Bachelor’s degree in accounting or finance, or a relevant combination of education and experience, is mandatory.

• At least five (5) years of experience in Omaha Settlement is required.

• A minimum of three (3) years of experience in Visa/MasterCard industry services (including credit cards, debit cards, stored value cards, etc.) is necessary.

• Two (2) years of experience with Microsoft Office products is required, with advanced proficiency in Word and Excel.

• Proven experience in interacting and communicating with all levels of internal and external organizations.

• This position is not currently eligible for sponsorship.

• Candidates must be able to work remotely from Illinois.

🏝️ Benefits

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Remote-first, flexible environment

• Psychological safety, wellbeing, and belonging